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Jan 6, 2020 10:24 AM UTC
Question

I sell products from my website which creates an invoice number and its own invoice. Customers pay at time of check out. How do I link this to my PPal entry in QBO?

Do I need to reference which paypal transaction corresponds to which paypal payment? I'm a bit confused!

5 replies

Fiat Lux - ASIA
Jan 6, 2020 11:50 AM UTC

which e-commerce platform do you have?

Jan 6, 2020 6:29 PM UTC

I use Wix

Jan 6, 2020 3:42 PM UTC

Hi thewoollyrabbit1

 

Do you have PayPal synced as an app or connected as a bank account?

Jan 6, 2020 6:29 PM UTC

Its connected directly as a bank account.

Jan 6, 2020 10:09 PM UTC

I'm glad you came here, thewoollyrabbit.

 

You can simply match the transactions from your online banking. I've outlined the instructions on how to do it below:

  1. Go to Banking on the left menu.
  2. Click the  For Review tab.
  3. Select the transaction to expand the view.
  4. Select Find match.

Take a look at this article for reference to learn more about matching downloaded transactions in QBO: Download, match, and categorise your bank transactions in QuickBooks Online.

 

I'm only a couple of clicks away if you have additional questions or any clarifications. Have an awesome day!